Patriot Financial Group Insurance Agency’s Western Union WU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-990	Closed	-$16K	–	1958
2022 Q2	$16K	Buy	990 +11	+1%	+$194	﹤0.01%	1092
2022 Q1	$18K	Buy	979 +10	+1%	+$185	﹤0.01%	1136
2021 Q4	$17K	Buy	969 +9	+0.9%	+$166	﹤0.01%	1296
2021 Q3	$19K	Buy	960 +9	+0.9%	+$199	﹤0.01%	1245
2021 Q2	$22K	Sell	951 -15,815	-94%	-$394K	﹤0.01%	1145
2021 Q1	$413K	Sell	16,766 -51	-0.3%	-$1.2K	0.09%	230
2020 Q4	$369K	Buy	16,817 +23	+0.1%	+$499	0.09%	224
2020 Q3	$360K	Sell	16,794 -422	-2%	-$9.58K	0.12%	176
2020 Q2	$372K	Buy	17,216 +11,915	+225%	+$242K	0.14%	152
2020 Q1	$96K	Buy	5,301 +4,385	+479%	+$108K	0.04%	326
2019 Q4	$25K	Hold	916	–	–	0.01%	632
2019 Q3	$21K	Buy	916 +16	+2%	+$345	0.01%	645
2019 Q2	$18K	Hold	900	–	–	0.01%	687
2019 Q1	$17K	Hold	900	–	–	0.01%	592
2018 Q4	$15K	Buy	+900	New	+$16.4K	0.01%	541

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Western Union (WU) in Q3 2022, closing a stake of 990 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in WU in Q4 2018 and held it in 15 quarters. The position peaked at $413K in Q1 2021. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Western Union position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 990 Western Union shares in Q3 2022, an estimated $16K.
Patriot Financial Group Insurance Agency first reported a position in Western Union in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Western Union position peaked at $413K in Q1 2021.
515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.